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When it comes to financial security and insurance protection, most people want a long-term relationship with a trusted advisor that they can rely on.  Risks you take, and premiums you pay affect how you live, and insurance is something that most people don’t completely understand on their own.  So, how do you make sure the insurance professional is trusted and reputable?

Here’s what to look for when choosing an insurance professional that’s right for you:


Independent agents represent many different insurance companies. They can evaluate and compare the policies of several companies to find the right combination of coverage and value. At Benefitsource, we’re not tied to a single brand of insurance, and can design coverage that is truly right for your needs.


Licensed in the state that you reside. All states have a department of insurance that keeps records of all agents and brokers licensed to do business in your state. These records are typically online and easy to search.


Number and names of the companies represented. There are up to twenty insurance companies to choose from at BenefitSource, and because we represent multiple brands, we can compare coverage and prices in order to find the best fit.

Full-Service Capabilities

Can the agent handle all of your insurance needs (Auto, Home, Health, Life, Business, etc.)? Every person, every family and every business has different needs. When it comes to coverage, one size does not fit all. And that’s why, at Benefitsource, we look at each of our clients as an individual and are able to offer full-service capabilities to each client.

Recommendation and Referrals

How did you hear about the agent? Did someone you trust refer you? Get referrals for insurance professionals from others in your business, or your local chamber of commerce. Arrange meetings and interview each referral personally. Also, check out the professionals/companies website or social media channels (Facebook, Yelp, etc.) to see what others are saying about them.

Policy Review

Does the agent occasionally review and update your policies to make sure your insurance is keeping pace with your life changes? Understanding your policy is just the beginning. Your policies must work together to provide you with comprehensive protection.

For more than 10 years, we’ve been acting as trusted advisors for our clients, designing policies that provide them with security they can count on.

For more information or a quote, you can call us directly at (877) 215-5431 or Email us.

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